2017 Midyear Meeting
February 18-23
JW Marriott Camelback Inn
Scottsdale, Arizona USA
Highlights
The Supreme Court in 2017
IADC Talks: The Defense Lawyer in 2025
General Interest Speaker: Jason Carter, The Carter Center
The New Frontier: The Rise of Third Party Litigation Financing
Mock Juries: Not Just for Trial Outcomes
Brexit - Are They In or Out? Will It Erect or Take Down Walls?
Foundation Forum Speaker
Ari Shapiro
Award-winning journalist and
NPR host of All Things Considered
What’s Inside
Welcome...............................................................................................................................................................................1
Highlights...........................................................................................................................................................................2
Programs....................................................................................................................................................................3
Social Events............................................................................................................................................................................................12
Golf, Tennis, and Yoga.........................................................................................................................................................................14
Local Activities.......................................................................................................................................................................................15
Tours.......................................................................................................................................................................................16
Hotel Information.................................................................................................................................................................................17
General Information............................................................................................................................................................................18
Registration Form.................................................................................................................................................................................19
Camelback Inn History
In the 1930s, Jack Stewart, a sportswriter and
publicist from Fargo, North Dakota, wanted to
build a pueblo-style hotel which could reflect
Southwestern and Native American culture rather
than the more commonplace dude ranch-style
resort. Stewart’s project was funded by John C.
Lincoln, an industrialist and founder of Lincoln
Electric, who provided $200,000 and the land
which Lincoln owned between the slopes of
Mummy and Camelback Mountains. The property
was remote desert scrub land located 12 miles (19
km) outside Phoenix and had no water, electricity,
or telephone access. The resort was constructed
of adobe bricks which were made on the site. The
rooms were housed in small adobe casitas (Spanish
for “small houses”), each named after local cacti
and decorated with Native American art.
Camelback Inn opened on December 15, 1936 with
the slogan “Where Time Stands Still.” There were
accommodations for 77 guests and, despite the
poor economy of the Great Depression, the resort
became an immediate success by catering to a
wealthy clientele.
Stewart operated Camelback Inn as a part-owner
until 1968. The resort was acquired in 1968 by Bill
Marriott of Marriott International who had first
stayed at the resort with his parents as a 16-year-old
in 1948.
Today the clock located above the front doors to the
main lobby shows 12:25 p.m. which is the time that
the first guest checked into the hotel back in 1936.
Welcome
2017 Planning Team (left to right): Ivan and Stephanie Rodriguez; John T. and Sharon Lay; Lynn and Andy Kopon
welcome to scottsdale
We are excited to head to Scottsdale, Arizona for the 2017 Midyear Meeting and to have the JW Marriott Camelback
Inn as our host.
This property and town have such charm and history and the JW Marriott Camelback Inn has an equally unique
story. It was the first resort hotel built in the Scottsdale area and beginning in 1948, Bill Marriott, Executive Chair
and Chairman of the Board of Marriott International, began visiting on a regular basis with his parents. Bill fell in
love with the property so much that he bought it in 1968 and continues to visit every year with his family. It is truly
a place full of tradition and wonderful memories – we can’t wait for you to make your own.
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The planning team, staff, and CLE Committee have been working hard to put together a program that you will enjoy
and from which you will benefit professionally.
Foundation Forum speaker Ari Shapiro, award-winning journalist and NPR host of All Things Considered, kicks off
our meeting on Sunday, February 19 immediately after our Opening Session. The continuing education programs
offered throughout the week will feature topics that are applicable to you and your practice. Programs will address the
Pulse shooting and its aftermath; the direction the Supreme Court is headed in 2017; how to incorporate interactive
deposition technology; the implications and consequences of Brexit; what you need to know about representing
juveniles in immigration court; and our popular IADC Talks session, where speakers will discuss legal trends that
will impact your practice. We are also hosting the Insurance Oasis event on Tuesday afternoon, which will offer a
unique oppotunity for IADC members, in-house counsel, and local insurance professionals to gather in an intimate
conference environment to address hot issues and trending topics in the industry. For more details on this program,
see page 9.
On the social side, get ready for some fun. Enjoy the mountainous setting of Scottsdale, The Old West Theme Party,
and on our final evening together – the White Nights Dinner Dance. We’ve planned plenty of other receptions and
arranged tours and activities that you are sure to enjoy.
This is going to be such a great meeting. We are looking forward to seeing you and sharing everything we have
planned.
~John T. and Sharon Lay
#iadcmeetings
highlights
Foundation Forum Speaker Ari Shapiro
Award-winning journalist and
NPR host of All Things Considered
Sunday, February 19, 10:15 - 11:30 a.m.
Ari Shapiro has reported from above the Arctic Circle and aboard Air Force One. He has covered wars in Iraq, Ukraine,
and Israel, and he has filed stories from five continents. In 2015, Shapiro joined Kelly McEvers, Audie Cornish, and
Robert Siegel as a weekday co-host of All Things Considered, NPR’s award-winning afternoon news magazine.
Ari Shapiro was previously NPR’s International Correspondent based in London, from where he traveled the world
covering a wide range of topics for NPR’s national news programs.
Shapiro joined NPR’s international desk in 2014 after four years as White House Correspondent during President Barack
Obama’s first and second terms. In 2012, Shapiro embedded with the presidential campaign of Republican Mitt Romney.
He was NPR Justice Correspondent for five years during the George W. Bush Administration, covering one of the most
tumultuous periods in the Department’s history.
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Shapiro is a frequent guest analyst on television news programs, and his reporting has been consistently recognized by his
peers. The Columbia Journalism Review honored him with a laurel for his investigation into disability benefits for injured
American veterans. The American Bar Association awarded him the Silver Gavel for exposing the failures of Louisiana’s
detention system after Hurricane Katrina. He was the first recipient of the American Judges’ Association American Gavel
Award for his work on U.S. courts and the American justice system. And at age 25, Shapiro won the Daniel Schorr
Journalism Prize for an investigation of methamphetamine use and HIV transmission.
An occasional singer, Shapiro makes guest appearances with the “little orchestra” Pink Martini, whose recent albums
feature several of his contributions. Since his debut at the Hollywood Bowl in 2009, Shapiro has performed live at many
of the world’s most storied venues, including Carnegie Hall in New York, L’Olympia in Paris, and Mount Lycabettus in
Athens.
Shapiro was born in Fargo, North Dakota, and grew up in Portland, Oregon. He is a magna cum laude graduate of Yale. He
began his journalism career as an intern for NPR Legal Affairs Correspondent Nina Totenberg, who has also occasionally
been known to sing in public.
The Foundation Forum speaker is sponsored by The Foundation of the IADC.
Purchase a Raffle Ticket and Support Your Foundation!
Tickets are $100 each.
You can support the Foundation of the IADC by purchasing a raffle ticket when you register for the
Midyear Meeting or onsite at the IADC Information Desk. Our raffle package is courtesy of Fairmont Le
Château Frontenac in Québec City, Québec Canada - home of the 2017 Annual Meeting.
This raffle prize includes three (3) nights accommodation for two people with breakfast each morning and
two spa treatments.
The drawing will be held at the Dinner Dance on February 22. You do not need to be present to win.
programs
Sunday, february 19
7:30 - 8:30 a.m.
Transportation Committee Business
Meeting
7:30 - 8:30 a.m.
Construction Law and Litigation/Insurance and
Reinsurance
50 State Survey on Prejudgment
Interest in Construction Defect Cases
Benjamin Franklin is famously quoted as saying that “[a]n
investment in knowledge pays the best interest.” Most of us
would be hard pressed to disagree with this truth. We are, after
all, members of a profession that demands continual learning.
We all know that more often than not a prevailing party will be
entitled to prejudgment interest on a judgment. Yet, prejudgment
interest is usually no more than an afterthought once a verdict is
reached. This presentation will concentrate on the varying ways
prejudgment interest is applied, in the construction context,
across the United States.
Speakers: Thomas M. Buckley, Hedrick Gardner, Raleigh, NC
USA; Robert V. Fitzsimmons, Rumberger, Kirk & Caldwell,
Miami, FL USA; Maritza Peña, Marlow, Adler, Abrams,
Newman & Lewis, Miami, FL USA
7:30 - 8:30 a.m.
Diversity/Employment Law
Employment and Labor Law - Year in
Review
7:30 - 8:30 a.m.
Drug, Device and Biotechnology/Toxic
and Hazardous Substances Litigation/Trial
Techniques and Tactics
Epidemiology - What Trial
Attorneys and Jurors Really Need
to Know
This presentation will help IADC members quickly read,
interpret, and challenge epidemiology studies, as well as
how to use them offensively. It covers the types of studies,
the parameters by which epidemiology studies are analyzed,
how epidemiology studies are used/excluded in courts, and
practical pointers for attacking/supporting an epidemiology
study. Attendees will learn the rule of whether a relative risk/
odds ratio cannot be statistically significant (in layman’s
terms) and, more importantly, how to apply that rule. You
will also learn why all epidemiology studies have some
degree of bias and the reason why epidemiology studies,
standing alone, cannot prove causation.
Speakers: Chad R. Hutchinson, Butler Snow, Ridgeland,
MS USA; Lisa A. Warren, Johnson & Johnson, New
Brunswick, NJ USA
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7:30 - 8:30 a.m.
Professional Liability
Ethical and Legal Malpractice
Pitfalls Confronting the Defense
Attorney in Dealing with Outside
Counsel Litigation Management
Guidelines
This informative panel discussion will address recent court
decisions, board opinions, and rulings related to the DOL’s
amended overtime rules and how they are being implemented;
recent Circuit Court decisions and EEOC opinions regarding
LGBT rights; as well as decisions and opinions surrounding
NLRB decisions related to joint and shared employers.
Attendees will obtain useful information on expected trends in
the employment and labor law arena to provide to clients and
their firms.
*This program is eligible for ethics credit.
Speakers: Jeffrey M. Beemer, Dickinson Wright, PLLC,
Nashville, TN USA; Molly Hughes Cherry, Nexsen Pruet, LLC,
Charleston, SC USA
Speakers: Barry G. Kaiman, Lewis Brisbois Bisgaard &
Smith LLP, Los Angeles, CA USA; David M. Siesko, Arch
Insurance, Jersey City, NJ USA
This interactive program will address the challenges
confronting outside counsel in meeting his or her ethical
obligations to the client while adhering to litigation
guidelines. Cost containment provisions can threaten to
compromise vigorous representation of a client’s interest
and, therefore, expose outside counsel to a myriad of
practical problems.
#iadcmeetings
Programs
Sunday, february 19 Continued
8:45 - 10:15 a.m.
Opening Session
10:15 - 11:30 a.m.
Foundation Forum
Speaker - Ari Shapiro
The Foundation Forum speaker
is sponsored by The Foundation
of the IADC.
For a description on Ari Shapiro and the Forum, see page 2.
Monday, February 20
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7:30 - 8:30 a.m.
Alternative Dispute Resolution/Corporate
Counsel/International Arbitration
7:30 - 8:30 a.m.
Diversity
PULSE: An Inside Look and Lessons
Learned
PULSE: An inside look and lessons learned. This presentation
will be led by IADC member, Orlando resident, and national
LGBT advocate Larry Smith who will offer a close up and
personal perspective on the worst mass shooting in U.S. history.
We will take a look at the history behind, and reaction to, the
shooting and how it affected the discussion of LGBT issues in
America. Finally, we will address some of the challenges ahead
on the national and global scene.
Help Me Help You Have a Successful
Arbitration
Speakers: Mayanne Downs, GrayRobinson, PA, Orlando, FL
USA; Larry D. Smith, Southern Trial Counsel, PLC, Orlando,
FL USA
A panel of experienced domestic and international
practitioners will discuss the best practices to lay the
groundwork for, participate in, and conclude a successful
arbitration proceeding. Topics to be covered include:
7:30 - 8:30 a.m.
• pre-hearing activities, including the initial status
conference, keeping to a schedule, the scope of
discovery, the ability of arbitrators to compel
discovery from third parties, effective use (or nonuse) of dispositive motions, and pre-hearing briefing;
and
• presenting your case at an arbitral hearing, including
utilization of opening and closing, use of experts,
proof of damages, and post-hearing briefs.
Speakers: Joseph M. Goldberg, Sentry Insurance, Edina,
MN USA; Edward M. Mullins, Astigarraga Davis, Miami,
FL USA; Dr. Dorothee Ruckteschler, CMS Hasche Sigle,
Stuttgart, Germany; Eric W. Wiechmann, McCarter &
English, LLP, Hartford, CT USA
In-House and Law Firm Management
Are You Prepared? Weathering a
Disaster
Business interruption comes in various formats and there are
many causes for them. Whether it is weather, fire, natural
disaster, terrorism, cyber theft, or other issues, this panel will
be discussing situations that each have experienced, along with
steps taken both before and after the interruption to facilitate a
recovery and prevent interruptions in the future.
Moderator: Paul M. Fires, Weber Gallagher Simpson
Stapleton Fires & Newby, LLP, Philadelphia, PA USA
Speakers: William Garcia, Liberty Mutual Group, Seattle,
WA USA; Quentin F. Urquhart, Jr., Irwin Fritchie Urquhart &
Moore LLC, New Orleans, LA USA
programs
7:30 - 8:30 a.m.
Product Liability/Toxic and Hazardous Substances
Litigation
“Any Exposure” Causation Testimony Undercutting the Plaintiffs’ Asbestos/
Toxic Tort Causation Engine
The presenters will update participants on the current status
of law and strategic issues involving the any or cumulative
exposure theory used heavily in asbestos litigation and extending
now into other types of cases. The Ninth and Sixth Circuits and
Supreme Courts in Georgia, Texas, Pennsylvania, and Virginia
have ruled on the admissibility of this testimony, and similar
appeals are pending in New York and Pennsylvania and before
the Seventh Circuit. Plaintiffs’ experts have modified their
approach to avoid dismissals, and the panelists will discuss how
to address the more recent approach and court rulings.
Speakers: William L. Anderson, Crowell & Moring LLP,
Washington, DC USA; Mark A. Roberts, M.D., Ph.D.,
Exponent, Chicago, IL USA
10:30 a.m. - 12:00 p.m.
8:45 - 10:15 a.m.
Sponsored by International Committee
*This program is eligible for ethics credit.
CLE/General Interest
The Supreme Court in 2017
Sponsored by Appellate Practice Committee
It has been one year since the Supreme Court lost an icon, Justice
Antonin Scalia. Election year politics derailed his proposed
replacement, and now a new President will try to fill the void.
Meanwhile, the Court continues to rule on a steady stream
of cases that affect every American. Kannon Shanmugam, a
former Scalia clerk who has argued before the Justices more
than a dozen times; Danielle Spinelli, a former Stephen Breyer
clerk who has appeared before the Court; and members of the
media who follow the Court closely will discuss with each other
and the audience the legacy of Justice Scalia, the new direction
the court is likely to take, and the Court’s recent (and future)
rulings on important issues before it.
Moderator: Mary-Christine “MC” Sungaila, Haynes and
Boone, LLP, Costa Mesa, CA USA
Speakers: Tom Goldstein, SCOTUSblog, Washington, DC
USA; David G. Savage, LA Times, Washington, DC USA;
Kannon Shanmugam, Williams & Connolly LLP, Washington,
DC USA; Danielle Spinelli, Wilmer Cutler Pickering Hale and
Dorr, Washington, DC USA
The New Frontier: The Rise of Third
Party Litigation Financing
This program will discuss third party litigation financing –
what it is, how it started, and why it’s on the rise. The use
of third party litigation financing is steadily increasing to
fund various types of litigation from mass tort cases to large
scale royalty disputes in oil and gas matters to intellectual
property disputes. Panelists will discuss the court opinions
that address such issues as whether these arrangements are
discoverable, what information about them is discoverable,
and whether they are appropriate under the ethics rules
governing attorney conduct. In addition, panelists will
also discuss the positive and negative impact of third party
financing on litigation and will provide practical insights
for dealing with these financial arrangements. Finally, the
panel will address some of the current reform efforts related
to third party financing arrangements. For example, the
U.S. Chamber of Commerce Institute for Legal Reform is
currently advocating for a revision to the Federal Rules of
Civil Procedure that would require disclosure of funding
arrangements to the court and litigants.
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Moderator: Janelle L. Davis, Thompson & Knight LLP,
Dallas, TX USA
Speakers: John Beisner, Skadden Arps Slate Meagher &
Flom LLP, Washington, DC USA; Sylvie Gallage-Alwis,
Hogan Lovells (Paris) LLP, Paris, France; Lynda Shely,
The Shely Firm, PC, Scottsdale, AZ USA; Lisa A. Warren,
Johnson & Johnson, New Brunswick, NJ USA
#iadcmeetings
Programs
Monday, February 20 Continued
10:30 a.m. - 12:00 p.m.
Fighting Back: Successful Trial
Strategies to Combat Overreaching
Government Enforcement Actions
and “Whistleblower” Suits
Sponsored by Corporate Counsel Committee and White
Collar Defense and Investigation Committee
6
In recent years, government enforcement actions and False
Claims Act suits have been on the rise. The stakes in these
cases are high with companies in a wide range of industries
at risk of criminal and punitive civil liability. These actions
can encompass a broad range of legal theories and can
be brought by the Department of Justice and government
agencies as well as individual whistleblowers, who can
share in up to thirty percent of any recovery. Because of
the potential risk of criminal conviction, exclusion from
participation in government programs, or large monetary
damages awards, many of these cases are resolved short
of trial regardless of the merits of the government’s case.
Several companies, however, have recently taken a stand
and successfully tried these cases to verdict. Hear from our
panel of lawyers whose clients fought back when faced
with criminal indictment and False Claims Act suits. They
will offer successful tips and strategies for trial as well as
suggestions for compliance efforts.
Moderator: Kimberly B. Martin, Bradley Arant Boult
Cummings LLP, Huntsville, AL USA
Speakers: Wendy W. Feinstein, Eckert Seamans Cherin &
Mellott LLC, Pittsburgh, PA USA; Connie Lewis Lensing,
FedEx, Memphis, TN USA
12:15 - 1:45 p.m.
CLE/General Interest
Brexit - Are They In or Out? Will it
Erect or Take Down Walls?
Sponsored by Diversity Committee, Employment Law
Committee, and International Committee
The Brexit vote in the UK has initiated vigorous debate
around the world. This panel will discuss the implications
and consequences of Brexit inside and outside Britain with
an emphasis on human rights. It will explore the effects, if
any, Brexit has had on nationalist movements; migration,
including implications for employers regarding work
papers/documentation; and on minority rights. Will there be
more exits from the EU? Will the Council of Europe and
its Court of Human Rights be affected? Will these impacts
ripple beyond Europe?
Moderator: Daniel I. Reisler, Reisler Franklin LLP, Toronto, ON
Canada
Speakers: Dr. Tawhida Ahmed, Associate Dean, The City
Law School, London, England; Anthony G. Brown, European
Parliament, Brussels, Belgium; William J. Perry, Carter Perry
Bailey LLP, London, England
*Light lunch offerings will be available for attendees.
4:00 - 5:00 p.m.
International Committee Business
Meeting
Tuesday, February 21
7:30 - 8:30 a.m.
Insurance and Reinsurance Committee
Business Meeting
7:30 - 8:30 a.m.
Environmental and Energy Law/Toxic and
Hazardous Substances Litigation
Lead in Drinking Water Issues in the
21st Century
In 2014, the Lead in Drinking Water Act was enacted which
amended Section 1417 of the Safe Drinking Water Act and
dictated much lower lead content for certain systems and
components. A year and a half later, a number of cities, including
Flint, Michigan, were reported to have unsafe levels of lead in
drinking water. EPA and state regulatory agencies have been
accused of failing to adequately perform their oversight duties.
State officials are accused of complacency. This seminar will
take a look at legal issues currently surrounding lead in drinking
water - the various class action lawsuits filed against cities like
Flint and Chicago, the causation arguments being asserted by the
parties, the rise of “no safe level” theory that appears to be the
premise of new drinking water standards, and new laws being
enacted to “make water more safe.” The panel members will
include an expert, an in-house counsel, and an outside counsel.
Speakers: Kay Barnes Baxter, Cosmich, Simmons & Brown,
PLLC, New Orleans, LA USA; Benjamin J. Heckman, RHP
Risk Management, Inc., Carlisle, PA USA; Joseph F. Speelman,
Petro-Logistics S.A., The Woodlands, TX USA
programs
7:30 - 8:30 a.m.
7:30 - 8:30 a.m.
Intellectual Property/Product Liability
Technology/Trial Techniques and Tactics
The Sporting Goods Industry: What
Keeps In-House Counsel Up at Night?
Interactive Deposition Technology
for Lawyers Who Want to Win
Sponsored by Discovia
By all indications, we love sports. We spend more than $35
billion every year on sports-related merchandise. This program
will address efforts by leaders in the sporting goods industry
to protect their own innovations, prevent infringement of their
intellectual property, and defend against product liability suits
in a dangerous litigation climate. Our panelists will discuss the
challenges they are facing, the trends they are seeing, along
with the thrill of their recent victories and the agony of their
recent defeats.
Moderators: E. Danielle Thompson Williams, Fish &
Richardson, Atlanta, GA USA; Sandra J. Wunderlich, Stinson
Leonard Street LLP, St. Louis, MO USA
Speakers: Lynne Fuller-Andrews, Hanesbrands, Inc., Winston
Salem, NC USA; Samuel Gasowski, Easton Baseball/
Softball, Inc., Los Angeles, CA USA; Michael J. Kline, Srixon/
Cleveland Golf/XXIO, Huntington Beach, CA USA
7:30 - 8:30 a.m.
Social Justice Pro Bono
*This program is eligible for technology credit in Florida.
In a continuation of the 2016 Midyear Meeting presentation
“Technology Strategies for Lawyers Who Want to Win,” we
will demonstrate in hands-on fashion the latest in interactive
deposition technology and strategies using the Wilson
v. Roe (IADC Trial Academy) fact pattern. Techniques
demonstrated will include witness annotations on monitors
captured live; the use of live switching devices during
the deposition; moving witnesses into the corner of the
screen and expand the document/annotations; positioning
(video-in-video) by which eye witness testimony can be
displayed against party testimony; and the use of a Tablet
Stage, allowing your iPad to work as an Elmo and/or a
presentation device with annotation tools.
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Speakers: Jack Delany, Delany McBride, Philadelphia,
PA USA; Kendall Harrison, Godfrey & Kahn, Madison,
WI USA; Thomas G. Oakes, Thomas G. Oakes Associates,
Cherry Hill, NJ USA; Brian A. O’Connell, Tucker,
Saltzman, Dyer & O’Connell, LLP, Boston, MA USA
Representing the Juvenile in
Immigration Court: You Can Do This
As described in a recent New York Times article, there is an acute
crisis of non-represented juveniles appearing in immigration
court. The statistics are compelling. Between October 2004
and June 2016, more than half the children who did not have
lawyers were deported. Only one in 10 children who had legal
representation were sent back. This program will empower our
attorneys and offer training to take these cases.
Speakers: Matthew D. Keenan, Shook, Hardy & Bacon
L.L.P., Kansas City, MO USA; Robert F. Redmond, Jr.,
McGuireWoods LLP, Richmond, VA USA; Larry Levi Sandigo,
Florence Immigrant & Refugee Rights Project, Phoenix, AZ
USA
#iadcmeetings
Programs
8:45 - 10:15 a.m.
Are You Willing to Personally
Insure Your Client’s Data Security?
The Unintended Consequence of
Standard Service Provider Indemnity
Agreements
Sponsored by Business Litigation Committee, Corporate
Counsel Committee, In-House and Law Firm Management
Committee, Insurance and Reinsurance Committee, and
Professional Liability Committee
*This program is eligible for ethics credit.
Tuesday, February 21 Continued
8:45 - 10:15 a.m.
Potential Liability Arising from
Mass Epidemics
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Sponsored by Employment Law Committee, International
Committee, Medical Defense and Health Law Committee,
and Transportation Committee
Mass epidemics like MERS, Ebola, and Zika have
the potential to create enormous liability for medical
providers, transportation providers, and employers, both
in the U.S. and internationally. The focus of this program
will be on recognition of this potential liability as well as
the development of strategies to minimize any liability.
The first part of the program will feature a health care
administrator/medical doctor who will discuss methods
utilized by medical providers/governments to recognize
and minimize exposure to highly contagious diseases. The
remainder of the program will feature a panel of defense
lawyers who will discuss the liability issues faced by
medical providers, transportation providers, and employers
in the event of a mass epidemic. The panel will also discuss
defense strategies to minimize exposure in these settings.
Moderator: Kurt B. Gerstner, Lee International IP &
Law Group, Seoul, Korea
Speakers: Jay M. Ezelle, Starnes Davis Florie LLP,
Birmingham, AL USA; Jacqueline J. Harding, Wilson,
Elser, Moskowitz, Edelman & Dicker LLP, Los Angeles,
CA USA; Dr. Ali Raja, Massachusetts General Hospital/
Harvard Medical School, Boston, MA USA; Henry S.
Wehrmann, Farrow-Gillespie & Heath LLP, Dallas, TX
USA
Everyone has been talking about the risks and perils of cyberattacks and the failure to adequately secure data, but what
happens next? Who is responsible for the damages associated
with this risk? Well, if you are not careful, it might be you –
and not because you did anything wrong! In today’s legal
marketplace, corporate clients are increasingly requesting their
service providers, including their lawyers, to enter detailed
service provider agreements which include broad indemnity
clauses that could create liability for conduct that may not be
covered by your firm’s malpractice coverage – particularly when
one considers the potential pitfalls of a data security breach
of non-public personal information of consumers (“NPI”).
Many law firms and the companies they represent have been
entering these agreements without considering the full range of
negative outcomes for the firm, its partners, and most notably,
the corporate client itself. This program will highlight the
liability issues created by employing standard service provider
agreements to address the provision of legal services with a
focus on data security issues. The panel will identify the issues
presented by the use of broad indemnity clauses, the corporate
goals of employing such indemnity clauses, the risks associated
with the use of such clauses for both the law firm and corporate
client, and, most importantly, provide practical advice that will
allow lawyers and their clients to manage this risk and obtain the
desired benefits without impairing the client-lawyer relationship
or your ability to obtain new work.
Moderator: Michael A. Airdo, Kopon Airdo, LLC, Chicago, IL
USA
Speakers: Scott Burns, ALAS, Inc., Chicago, IL USA; Daniel
Oseran, Senior Director and Counsel, Global Privacy,
Business Ethics & Compliance for eBay, Scottsdale, AZ USA;
Steven Puiszis, Hinshaw & Culbertson LLP, Chicago, IL USA
programs
10:30 a.m. - 12:00 p.m.
General Interest
Jason Carter
Jason Carter is the grandson of former
U.S. President Jimmy Carter and in 2015,
he succeeded his grandfather as the Chair
of The Carter Center Board of Trustees. The Carter Center was
founded in 1982 by President Carter and his wife, Rosalynn, in
partnership with Emory University to advance peace and health
worldwide. A non-governmental organization, The Center has
helped to improve life for people in more than 80 countries by
resolving conflicts; advancing democracy, human rights, and
economic opportunity; preventing diseases; improving mental
health care; and teaching farmers to increase crop production.
Mr. Carter will discuss the mission of The Carter Center, its
many successes, and its future plans to continue improving the
lives of people around the world.
Jason Carter is a shareholder at Bondurant, Mixson & Elmore
in Atlanta, Georgia. He represents clients in high stakes trial
and appellate business litigation. He has a strong commitment
to global public service. Mr. Carter served in the Georgia State
Senate and was the 2014 Democratic Nominee for Governor
of Georgia. He served in the United States Peace Corps as a
volunteer in Lochiel, South Africa.
Speaker: Jason Carter, The Carter Center, Atlanta, GA USA
The IADC’s Insurance Oasis Event
Scottsdale is home to a number of insurance companies, making it
a perfect venue for insurance programming. The IADC’s Insurance
Oasis Event offers a unique opportunity for IADC members, inhouse counsel, and insurance professionals to gather in an intimate
conference environment to address hot issues and trending topics
in the industry. The event will feature two 45-minute continuing
education programs presented by IADC members and clients.
Following the event, attendees will enjoy a cocktail reception. If
you are an IADC member, this programming is included in your
Midyear Meeting registration. Registration is complimentary for
insurance professionals and in-house counsel not attending the
Midyear Meeting.
3:30 - 5:00 p.m.
Insurance Oasis: Hot Takes on
Trending Topics
Sponsored by Insurance and Reinsurance Committee
What Has Eight Corners But Isn’t a Cube? Issues Arising
From the Duty to Defend
What are the issues that arise most frequently in defending
insureds in third party claims? This program will cover them,
including the “eight corners rule” and its exceptions, defending
under a reservation of rights, withdrawal from the defense,
the insurer’s rights/obligations concerning declaratory
relief, retention of independent counsel, trigger theories and
overlapping coverage, refusal of defense by the insured, and
waiver and coverage by estoppel.
Speakers: Robin Donoian, Nationwide Insurance,
Scottsdale, AZ USA; Michael A. Hamilton, Goldberg
Segalla LLP, Philadelphia, PA, USA; Kathleen J. Maus,
Butler Weihmuller Katz Craig LLP, Tallahassee, FL USA
Bad Faith Update: Trends, Tips, and (Sand) Traps
Cases alleging that an insurer acted in “bad faith” in its
handling of a claim continue to be filed at an alarming
rate by policyholders and tort claimants standing in their
“spiked” shoes. This panel will address the challenges that
these claims pose for insurers and their counsel, including
issues such as new liability theories, bad faith set-ups,
extra-contractual damages without a finding of “bad faith,”
statutory developments, and emerging damages issues. In
addition to exploring the latest trends based upon recent court
decisions, the session will offer practical tips and guidance
for insurance professionals and their counsel that will help
them avoid the “bunkers” and stay “on course.”
Speakers: Paul Dwight, Managing Counsel, Commercial
Litigation, Nationwide Insurance, Scottsdale, AZ USA; John
T. Harding, Lewis Brisbois Bisgaard & Smith LLP, Boston,
MA USA; Sharon Donaldson Stuart, Christian & Small
LLP, Birmingham, AL USA
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Wednesday, February 22
7:30 - 8:30 a.m.
Appellate Practice/Business Litigation
An Ounce of Prevention is Worth
a Pound of Cure: How to Prepare
Your Commercial Litigation Lawsuit
from Answer Through Discovery
and to Verdict for a Winning
Appellate Record
Sponsored by Commercial Surety Bond Agency
If you have waited until the eve of trial to think strategically
about laying the foundation for a successful appeal of your
client’s business dispute, you likely have missed multiple
opportunities to tip the scales in your client’s favor. In
this entertaining session, leading commercial litigators
and appellate specialists will demonstrate how a winning
appellate record begins from the initial pleadings and not at
the courthouse steps. This protective awareness continues
through discovery, motion practice, and trial. IADC members
will learn to think strategically to tackle the unique challenges
that commercial litigation brings while avoiding the common
#iadcmeetings
Programs
Wednesday, February 22 Continued
mistakes that keep appellate lawyers awake at night.
Moderator: Mary-Christine “MC” Sungaila, Haynes and
Boone, LLP, Costa Mesa, CA USA
Speakers: Lee M. Hollis, Lightfoot, Franklin & White,
L.L.C., Birmingham, AL USA; Sonia Escobio O’Donnell,
Carlton Fields Jorden Burt, Miami, FL USA; Dawn T.
Sugihara, Goodsill Anderson Quinn & Stifel, Honolulu, HI
USA
7:30 - 8:30 a.m.
Professional Liability/Trial Techniques and Tactics
Can I Do That? The Ethics of Witness
Preparation
*This program is eligible for ethics credit.
This presentation uses television and film to demonstrate the
ethical dilemmas encountered in preparing witnesses to give
testimony at deposition or trial. Judge Miller has served as a
judge in civil and criminal courts for more than 23 years and was
in private practice for 11 years. He has served as a professor of
7:30 - 8:30 a.m.
trial tactics and professional responsibility at the IU McKinney
International Arbitration/International
School of Law in Indianapolis for more than 25 years and is a
Tailoring Proceedings in Arbitration frequent lecturer and speaker on various issues involving trial
tactics and professional responsibility. He has presented to many
Clauses - Limits and Pitfalls?
organizations including various state and local bar associations,
International arbitration proceedings are sometimes criticized DRI, the ABA, and others, both nationally and internationally.
for being slow and costly. This panel will discuss the His presentation is not only informative, but entertaining.
possibilities, limits, and risks for accelerating, simplifying,
and reducing cost through the structuring of the proceeding Speaker: Honorable Gary L. Miller, Marion County Superior
in the arbitration clause.
Court, Indianapolis, IN USA
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Speakers: Sunil Abraham, Cecil Abraham & Partners,
Kuala Lumpur, Malaysia; Peter Heckel, Hengeler Mueller,
Frankfurt, Germany; Enric Picanyol, Cuatrecasas,
Gonçalves Pereira, Barcelona, Spain; Jodok Wicki, CMS
Von Erlach Poncet Ltd., Zurich, Switzerland
8:45 - 10:15 a.m.
7:30 - 8:30 a.m.
Sponsored by Construction Law and Litigation Committee,
Environmental and Energy Law Committee, Product Liability
Committee, Transportation Committee, and Toxic and
Hazardous Substances Litigation Committee
Medical Defense and Health Law
The Impact of Electronic Medical
Records and Metadata on
Litigation
Sponsored by MRC
The transition of medical records from paper to electronic
has had a significant impact upon litigation, especially in
the defense of medical liability cases. One major impact
is the availability of metadata. This program will discuss
discoverability and use of electronic medical records and
metadata in litigation. The first part of the program will
generally discuss issues associated with the transition
to electronic medical records, including issues relating
to metadata. The remainder of the program will consist
of defense strategies for dealing with issues created by
electronic medical records and metadata.
Moderator: Jane W. Duke, Mitchell, Williams, Selig, Gates
& Woodyard PLLC, Little Rock, AR USA
Speakers: Mark D. Hansen, Heyl, Royster, Voelker & Allen,
Peoria, IL USA; R. Douglas Vaughn, Deutsch Kerrigan,
LLP, Gulfport, MS USA; Gretchen Watson, President and
CEO, MRC, Houston, TX USA
Not Aging Gracefully: Liability and
Policy Implications of America’s
Deteriorating Infrastructure
Whether it is lead contamination of drinking water in Flint,
Michigan, a collapsed bridge in Minneapolis, a failed levee in
New Orleans, or the next tragedy around the corner, the rapid
deterioration of America’s infrastructure continues to produce
sensational headlines, class action litigation, and difficult policy
choices for state and local governments. This panel will address
a range of issues that will be useful to IADC members. These
issues are expected to include: 1) an overview of the breadth
of the aging infrastructure problem and industries affected
(e.g., transportation, energy, construction, insurance) including
a review of the case law on infrastructure deterioration suits;
2) an examination of the factors that contributed to the Flint,
Michigan lead contamination problem; 3) the difficult choices
facing state and local governments in dealing with infrastructure
issues and public safety concerns in a fiscally responsible
manner; 4) opportunities and challenges for the construction
industry in the remediation of aging infrastructure; 5) who has
the right to sue, liability exposure faced by design professionals,
insurance coverage exclusions and limitations, and recoverable
damages; and 6) who is likely to pick up the price tag - product
manufacturers, insurers, municipal, or state governments?
programs
Moderator: Raymond G. Mullady, Jr., Nelson Mullins Riley &
Scarborough LLP, Washington, DC USA
Speakers: Michael J. Hurley, Berkley Surety Group,
Morristown, NJ USA; Pamela McGovern, Aust Légal Inc.,
Montreal, QC Canada; Bo Mills, President-Elect, American
Public Works Association, Washington, DC USA; Allen W.
Nelson, Former Executive Vice President at Crawford &
Company, Atlanta, GA USA
8:45 - 10:15 a.m.
Mock Juries: Not Just for Trial
Outcomes
Sponsored by Product Liability Committee
Sponsored by Trial Behavior Consulting
Mock juries have been used as a tool just prior to trial to
determine the strengths/weaknesses of your case and to help
clients engage in realistic settlement negotiations. But their use
can also help determine:
• The credibility of witnesses;
• The use of deposition testimony versus live testimony of
certain witnesses;
• The strength of documentary evidence;
• Additional questions that remained unanswered in the
jurors’ minds and that need to be answered at trial;
• Damages; and
• The importance and phrasing of jury instructions.
You will hear from defense trial lawyers and a jury consultant
about how to use mock juries to prepare your evidence,
your arguments, your witnesses, and manage your clients’
expectations.
Moderator: Jessalyn H. Zeigler, Bass Berry & Sims PLC,
Nashville, TN USA
Speakers: Aref Jabbour, Trial Behavior Consulting, San
Francisco, CA USA; Wendy D. May, Hartline Dacus Barger
Dreyer LLP, Dallas, TX USA; S. Gordon McKee, Blake,
Cassels & Graydon, LLP, Toronto, ON Canada
10:30 a.m. - 12:00 p.m.
IADC Talks: The Defense Lawyer in
2025 - Legal Trends That Will Impact
Your Practice, as Told through Pecha
Kucha
Sponsored by Construction Law and Litigation Committee,
Diversity Committee, Drug, Device and Biotechnology
Committee, In-House and Law Firm Management Committee,
Product Liability Committee, and Trial Techniques and Tactics
Committee
A diverse and distinguished panel will address various topics
that will inevitably impact the practices of defense attorneys
over the next 10 years. The panel will present using the pecha
kucha format. Pecha kucha is Japanese for “chit chat” and in
this presentation style, a speaker presents for seven to eight
minutes and uses PowerPoint slides, but the slides cannot
contain any words and can only contain images to convey their
messages. The panel will address technology assisted review
(TAR), “Watson” artificial intelligence for legal research,
diversity in the courtroom, proportionality under the Federal
Rules, plaintiff advertising/solicitation in the digital age, and
how in-house legal departments are changing.
Speakers: Sonia Chen Arnold, Eli Lilly and Company,
Indianapolis, IN USA; Joseph D. Cohen, Porter Hedges
LLP, Houston, TX USA; Emily G. Coughlin, Coughlin Betke,
LLP, Boston, MA USA; Michelle M. Fujimoto, Shook, Hardy
& Bacon, LLP, Irvine, CA USA; James F. Rogers, Nelson
Mullins Riley & Scarborough LLP, Columbia, SC USA;
Junior Sirivar, McCarthy Tetrault LLP, Toronto, ON Canada
Thank you to our CLE Committee and our Midyear Meeting CLE
Steering Committee for their tremendous work. Their effort and
dedication has resulted in fantastic programming that you will find
relevant, timely, and enjoyable.
CLE Committee
CHAIR
Christopher S. Berdy, Birmingham, AL USA
MEMBERS
Brigid M. Carpenter, Nashville, TN USA
Deborah G. Cole, Chicago, IL USA
Andrew Kopon, Jr., Chicago, IL USA
Eric G. Lasker, Washington, DC USA
John T. Lay, Jr., Columbia, SC USA
Emmanuèle Lutfalla, Paris, France
Wendy D. May, Dallas, TX USA
Steven Rosenhek, Toronto, ON Canada
Michael Franklin Smith, Tulsa, OK USA
Michele Smith, Beaumont, TX USA
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Midyear Meeting CLE Steering Committee
CHAIR
Brigid M. Carpenter, Nashville, TN USA
MEMBERS
Shari L. Aberle, Minneapolis, MN USA
Edward J. Bennett, Washington, DC USA
Candace Ali Blydenburgh, Richmond, VA USA
Julie A. Callsen, Cleveland, OH USA
J. Dominic Campodonico, San Francisco, CA USA
Jennifer G. Cooper, Atlanta, GA USA
Janelle L. Davis, Dallas, TX USA
Natalie T. Furniss, Columbus, OH USA
Holly Gibeaut, Phoenix, AZ USA
Colin Loveday, Sydney, Australia
Charles E. Reynolds, II, Tampa, FL USA
James F. Rogers, Columbia, SC USA
#iadcmeetings
social events
First Timers Introductions and Reception
Saturday, February 18
Introductions: 4:30 - 5:30 p.m.
Reception: 5:30 p.m.
The First Timer program is for all IADC members and
their guests who have never attended a Midyear or Annual
Meeting. At this introduction, you will learn more about the
IADC and the Midyear Meeting. You will also meet other
First Timers and their Hosts, so throughout the week you
will see familiar faces.
Welcome to Scottsdale Reception
Saturday, February 18, 6:00 - 7:30 p.m.
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Join us for beverages and light hors d’oeuvres on the
resort’s Sonoran Terrace. It will be a wonderful way to
kick off our meeting in Scottsdale and to connect with
all of your friends and colleagues. We encourage you to
make dinner reservations for this evening prior to arriving
onsite. Resort casual attire. Dependent on the weather, this
event will be held outside so please dress appropriately.
Sponsored by SEA, Ltd.
International Committee Wine Tasting
Reception
Monday, February 20, 5:00 - 6:00 p.m.
Please join the International Committee for a wine tasting
reception. Attendees will gather to network and mingle
while sampling a variety of wines from around the world.
Advanced registration required; cost is $45.00 USD per
person.
The Old West Theme Party
Monday, February 20, 6:30 - 10:00 p.m.
Join us at the foot of Mummy Mountain onsite at the resort
to take a trip back in time to the Old West at IADC’s Theme
Party. Pose for a “WANTED” photo with you and your
friends, take a turn on the mechanical bull, and dance the
night away to one of the area’s best country bands playing a
mix of classic and new hits. Comfortable and casual resort/
western attire requested. Dependent on the weather, this
event will be held outside so please dress appropriately.
White Nights Dinner Dance
Wednesday, February 22, 6:30 - 11:00 p.m.
John T. and Sharon Lay invite you to enjoy an evening of fine
dining, great music, and dancing with friends. The ballroom will
be transformed into a white-hot modern supper club and the
hottest 80’s band in Scottsdale will play throughout the night.
Cocktail attire requested.
Meet and Greet/Grab and Go Breakfasts
Sunday through Wednesday, 7:00 - 9:00 a.m.
Join fellow attendees for a breakfast buffet each morning to
network, discuss ideas, or plan your day. There will also be
“Grab and Go” breakfasts available outside the CLE meeting
rooms. The breakfasts are open to all registered attendees.
Please wear your name badge every morning to breakfast.
Sponsored by Thomas G. Oakes Associates
Member Mix and Mingles
Sunday, February 19 and Tuesday, February 21,
5:00 - 6:30 p.m.
Meet up with friends in the R Bar at the hotel before going out
for the evening at these cash bar receptions.
social events
Book Review
Monday, February 20, 11:00 a.m. - 12:15 p.m.
Hillbilly Elegy: A Memoir of a Family
and Culture in Crisis by J. D. Vance
From a former marine and Yale Law School
graduate, the book offers a probing look at
the struggles of America’s white working
class through the author’s own story of
growing up in a poor Rust Belt town.
Hillbilly Elegy is a passionate and personal
analysis of a culture in crisis - that of poor, white Americans.
The disintegration of this group, a process that has been
slowly occurring now for more than 40 years, has been
reported with growing frequency and alarm, but it has never
before been written about as searingly from the inside. In
Hillbilly Elegy, J.D. Vance tells the true story of what a
social, regional, and class decline feels like when you were
born with it hanging around your neck.
The Vance family story began with hope in postwar America.
J.D.’s grandparents were “dirt poor and in love” and moved
north from Kentucky’s Appalachia region to Ohio in the
hopes of escaping the dreadful poverty around them. They
raised a middle-class family, and eventually one of their
grandchildren would graduate from Yale Law School, a
conventional marker of success in achieving generational
upward mobility. But as the family saga of Hillbilly Elegy
plays out, we learn that J.D.’s grandparents, aunt, uncle, sister,
and, most of all, his mother struggled profoundly with the
demands of their new middle-class life, never fully escaping
the legacy of abuse, alcoholism, poverty, and trauma so
characteristic of their part of America. With piercing honesty,
Vance shows how he himself still carries around the demons
of his chaotic family history.
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A deeply moving memoir, with its share of humor and vividly
After Dinner Gatherings
colorful figures, Hillbilly Elegy is the story of how upward
mobility really feels. It is an urgent and troubling meditation
Saturday, February 18, Sunday, February 19, and
on the loss of the American dream for a large segment of this
Tuesday, February 21, 10:00 - 11:30 p.m.
Wrap up your evening with a nightcap and camaraderie at the country.
After Dinner Gatherings held in the R Bar at the hotel. Beer, Thank you to the Book Review Chairs, Emily and Joe
house wine, and non-alcoholic drinks are complimentary with Coughlin.
your meeting name badge.
Sponsored by Berkeley Research Group
Dine-Around
Morning Run and Walk
Sunday through Wednesday
Morning Run: 6:30 a.m. Morning Walk: 7:30 a.m.
Get the blood pumping in the morning and get to know other
attendees at the same time! Whether you run or walk, there
is time each morning for you to get moving before the day’s
activities. Thank you to the Morning Run Chair, Jennifer Doan,
and Morning Walk Chairs, Döne Yalçin and Bruno Mock.
Tuesday, February 21, various times
The IADC invites attendees to dine together at some of the
area’s best restaurants. A list of participating restaurants
and sign-up sheets will be available onsite at the IADC
Information Desk. Spots will be filled on a first come, first
served basis. All costs associated with dinner, as well as
transportation to/from the restaurants, will be the attendee’s
responsibility. This is an opportunity to enjoy a night out
with new and old IADC friends.
#iadcmeetings
golf, tennis, and yoga
Golf
Tennis
The JW Marriott Camelback Golf Club offers two 18-hole
courses, the Padre and the Ambiente. Nestled in Paradise
Valley, the Ambiente Course enjoys stunning mountain
backdrops. The golf course changed its name when it
underwent a $10 million renovation that completely
transformed the design. The makeover included removing
the non-native trees that were obstructing the views of
Mummy and Camelback Mountains, the McDowells, and
the Phoenix Mountain Preserve. In place of the trees that
were removed, more than 1,400 native Acacia trees were
added. The topography was completely rebuilt, shaping the
formerly flat golf course with rolling hills and contours.
The course is challenging but is still player friendly enough
for both low and high handicappers.
The JW Marriott Camelback Tennis Club welcomes both
the serious player and the weekend enthusiast. The property
includes six well-kept, hard courts, with lighting.
Ryder Cup Golf Tournament - Ambiente Course
Sunday, February 19, 12:30 p.m.
The registration fee is $289.00 USD per person and
includes green fees, carts, boxed lunch, bottled waters,
prizes, transportation, and tournament costs. Rental
fees will be charged to the individual. Thank you
to Ryder Cup Golf Tournament Chair, Ed Sledge.
Sponsored by Exponent
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Tennis Mixers
Sunday, February 19 and Monday, February 20,
1:30 - 3:30 p.m.
Sign-up for informal and fun play! All levels welcome. The
registration fee is $40.00 USD per person and includes court
fees, tennis balls, and refreshments. Rental fees will be charged
to the individual. Thank you to Tennis Chairs, Peter and
Elizabeth Pizzi.
Men’s and Women’s Tennis Tournaments
Tuesday, February 21, 1:00 - 4:00 p.m.
Test your tennis mettle against other meeting attendees in
our men’s and women’s tournaments. The registration fee is
$55.00 USD per person and includes court fees, tennis balls,
refreshments, prizes, and tournament fees. Rental fees will be
charged to the individual. Thank you to Tennis Chairs, Peter and
Elizabeth Pizzi.
Yoga
Couples Golf Event - Padre Course
Monday, February 20 and Wednesday, February 22,
9:00 - 10:00 a.m.
The registration fee is $249.00 USD per person and
includes green fees, carts, boxed lunch, bottled waters,
prizes, transportation, and tournament costs. Rental fees
will be charged to the individual. Thank you to Couples
Golf Event Chairs, Colin and Jane Loveday.
Yoga can be as much or as little as you want it to be. For some,
it is purely a physical pursuit, keeping the body toned, strong,
and flexible. For others, yoga becomes more of a mindset and
a way of living. Whatever your reason for practicing, or your
level of experience - we welcome you to join one or both of
these classes. All skill levels welcome. No registration required.
Monday, February 20, 1:00 p.m.
GOLFING IN SCOTTSDALE
Whether you’re a beginner or an advanced player seeking to hone your game on some
of the best courses in the world, Scottsdale is the place for great golf. Scottsdale and
neighboring communities are home to nearly 200 golf courses, and with 330 average
days of sunshine annually, it’s easy to see why Scottsdale has established itself as one
of the world’s leading golf destinations. The natural beauty of the Sonoran Desert
provides a magnificent backdrop to some of the most exciting and dramatic play in
the country. To assist you with any off-property golf outings and tee times, please visit
the sites below.
Experience Scottsdale – Golf
www.experiencescottsdale.com/golf
TPC – Scottsdale
www.tpc.com/scottsdale
Travel+Leisure – Best Golf Courses in Scottsdale
www.travelandleisure.com/local-experts/scottsdale/best-golf-courses-scottsdale
local activities
Local Activities
There is so much to do in and around Scottsdale, and we
encourage you to get out and enjoy the area while you’re
visiting. A few popular activities include:
Hike Camelback Mountain
During the late 1800s, the federal government reserved
Camelback Mountain for an Indian reservation. By the 1940s,
however, almost the entire mountain fell into private hands
and remained so for most of the next two decades. Efforts
on the county, state, and federal level to restrict development
above the 1,600-feet level largely were unsuccessful, including
failed efforts in 1963-64 in the state legislature to arrange land
exchanges. In 1965, the Preservation of Camelback Mountain
Foundation led by Barry Goldwater spearheaded community
efforts to save as much of the summit as possible. This effort
ultimately succeeded and was capped-off by a ceremony in
1968 marking a land exchange that President Lyndon Johnson
and Secretary of the Interior Stewart Udall attended. Two hiking
trails ascend 1,280 feet (390 m) to the peak of Camelback
Mountain. The Echo Canyon Trail is 1.14 miles (1900 m) and
the Cholla Trail is 1.4 mi (2300 m). Both trails are considered
strenuous with steep grades. The hiking path has dirt, gravel,
boulders, and some handrail-assisted sections. The average
hike requires a round trip time of 1.5 to 3 hours. For more
information, please visit www.hikecamelback.com.
Downtown/Old Town Scottsdale
Downtown Scottsdale is the ultimate destination for visitors
and residents alike to enjoy art galleries, specialty retail, a wide
range of dining venues, southwestern cultural attractions, and
an extraordinary nightlife. For more information, please visit
www.downtownscottsdale.com.
Scottsdale Fashion Square Mall
Get ready for an exceptional shopping experience. Scottsdale
Fashion Square Mall features Arizona’s largest assortment of
luxury brands, upscale amenities, exclusive sales and events,
and a central location in the heart of Scottsdale. For more
information, please visit www.fashionsquare.com.
Taste It - Food Tours
Make plans with other attendees for a culinary experience to
remember! Taste It Tours started in 2011 as the creation of
second-generation Arizonan Jessica Combest, a self-described
foodie whose grandfather owned the first roller skating rink in
Arizona, the RollerDrome. Jessica began her journey as a food
tour customer in San Diego and fell in love with the concept.
When she realized Phoenix/Scottsdale had no such offering,
and since she was already an expert on the Phoenix/Scottsdale
food scene, Taste It Tours was born. Since the beginning, Taste
It Tours’ goal has been to connect guests with the restaurants
that have impacted the Downtown Phoenix and Old Town
Scottsdale culinary culture. You’ll sample delicious food
and drinks, learn a few facts, and definitely not go home
hungry. For more information, please visit www.tasteittours.
com.
Pink Adventure Tours
Since 1960, Pink Adventure Tours has been providing the
most talked about off-road adventures in the Southwest.
Their award-winning excursions are known as the premier
“must-do” tours in Scottsdale. The exclusive Broken
Arrow, Ancient Ruin, and Diamondback Gulch tours take
you to places you never imagined existed. Pink Adventure
Tours has the right tour for you, whether you’re seeking
rugged adventure; Native American history and culture;
or nature, geology, and panoramic vistas. So, sit back and
enjoy the ride! For more information, please visit www.
pinkadventuretoursscottsdale.com.
If you find yourself with free time before or after the
meeting, Sedona and the Grand Canyon are sites not to
be missed.
Sedona
Sedona nestles among a geological wonderland. Multi-hued
stone formations jut upwards from the high desert floor
creating a vivid, mesmerizing setting that changes hourly
with the light. When USA Weekend compiled its “Most
Beautiful Places in America” list, Sedona claimed the top
spot. Surrounded by 1.8 million acres of national forest land,
visitors have instant access to many recreational activities.
Trails for hiking and biking, along with bouncy jeep tracks,
weave among the bristling forest of pinnacles, spires, buttes,
and domes. Yet, you’re never far from the indulgences of
town. Sedona is equal parts rugged and resort. Regarded
by Native Americans as sacred, Sedona continues to be
recognized as a place of healing and spiritual renewal.
Most recently, with its nearby vineyards and tasting rooms,
Sedona has emerged as a destination for wine enthusiasts.
For more information, please visit www.visitsedona.com.
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Grand Canyon
Grand Canyon National Park is one of the world’s premier
natural attractions with about five million visitors per
year. With its layered bands of red rock revealing millions
of years of geological history, it is truly a site to behold.
Viewpoints include Mather Point, Yavapai Observation
Station, and architect Mary Colter’s Lookout Studio and her
Desert View Watchtower. Lipan Point, with wide views of
the canyon and Colorado River, is popular at sunrise and
sunset. Stretching 277 miles from end to end, steep, rocky
walls descend more than a mile to the canyon’s floor, where
the wild Colorado River traces a swift course southwest. For
more information, please visit www.thecanyon.com.
#iadcmeetings
Tours
TOURS
Desert Botanical Garden Tour
Sunday, February 19, 1:00 - 5:00 p.m.
The Desert Botanical Garden is home to more than 10,000
plants from deserts around the world, including more than
half of the world’s total number of cacti species. During the
walking tour, attendees will have the opportunity to discover
the secrets of the desert. The garden is a natural environment
located on 145 acres within the beauty of Papago Park and
is home to jackrabbits, squirrels, desert tortoises, and other
animals. For bird watchers, there are dozens of species
of native and migratory birds, from darting jewels like
hummingbirds to the desert hawks. Desert succulents found
throughout the garden include agave, barrel, prickly pear,
aloe vera, ocotillo, and saguaro, to name a few.
The registration fee is $90.00 USD per person and includes
roundtrip transportation, entrance fees, a professional guide,
and bottled waters.
Taliesin West Tour
Monday, February 20, 1:00 - 5:00 p.m.
16
In 1937, Frank Lloyd Wright created a remarkable set of
buildings at the foothills of the McDowell Mountains.
Taliesin West, set amidst 600 acres of Sonoran beauty in
North Scottsdale, was Wright’s personal winter residence
and studio. It was also the home of the Taliesin Fellowship, a
group of 23 young “disciples” who built the complex under
Wright’s direction. Long regarded by architectural critics as
a masterpiece, the U.S. government declared Taliesin West
a national historic landmark in 1987.
This guided tour gives an intimate and in-depth look at
Taliesin West. In addition to the seminar theater, music
pavilion, cabaret cinema, and Frank Lloyd Wright’s private
office, this tour includes a visit to the designer’s private
living room where you will sit in Wright-designed furniture
and experience firsthand what it was like to be a personal
guest.
The registration fee is $90.00 USD per person and includes
roundtrip transportation, entrance fees, a professional guide,
and bottled waters.
Brewery Tour
Tuesday, February 21, 12:30 - 5:30 p.m.
Hop aboard your chauffeured vehicle for a brewery tour with
a knowledgeable local beer guide. On this tour you will get
a behind the scenes look at a craft brewery while sampling
some of the best beers Arizona has to offer at three local
breweries, each accompanied by a variety of appetizers.
Additional food may be purchased at the individual’s
expense.
The registration fee is $195.00 USD per person and includes
roundtrip transportation, a professional guide, beer flights and
snacks, a beer souvenir, and bottled waters.
Wine, Cheese, and Watercolor
Tuesday, February 21, 2:30 - 4:30 p.m.
Come and explore your creativity and find the hidden artist
within you! IADC spouse, Diana Crim, will lead a beginning
watercolor class, and you will leave with your very own
watercolor landscape worthy of framing. What a great IADC
memory to take home! We will enjoy a glass of wine, light
snacks, and great camaraderie as we learn and create. No
previous painting experience needed.
The registration fee is $50.00 USD per person and includes
art materials, instruction, wine, and light snacks. This class is
limited to the first 20 participants.
Wine Tasting and Bottling Experience
Wednesday, February 22, 1:00 - 5:00 p.m.
To begin, guests will be greeted at Su Vino Winery in Old Town
Scottsdale with a gourmet catered selection of fruits and cheeses
and will be able to sample any five wines of their choosing.
Next, guests will learn how to bottle their own wine through a
unique bottling experience that includes preparing the bottle,
pouring the selected wine, and finally, corking and labeling the
bottle with a personalized wine label to take home.
The registration fee is $110.00 USD per person and includes
roundtrip transportation, a professional guide, wine tasting,
snacks, tour of bottling room with wine education, personalized
labeled and bottled wine, and bottled waters.
Camelback Inn History
• J. Willard Marriott, Sr. and his wife vacationed at Camelback
Inn for many years and became so enchanted with the resort
that they bought the property in 1967. Bill Marriott, Jr.,
chairman of the board and president of Marriott Corporation,
and his family still vacation here each year. Camelback Inn
is his favorite Marriott property.
• Camelback Inn was Marriott’s first resort and launched the
corporation’s resort network, which now includes more than
20 resorts.
• Ford Motor Company held the first convention at Camelback
Inn in 1950. The convention was held in the only meeting
space available – the employee recreation room.
• Camelback Inn’s rates on opening day in 1936 were $1016 per night for a single and $18-25 per night for a deluxe
double.
• Dwight D. Eisenhower frequently visited Camelback Inn.
Other legendary celebrities who have visited include Robert
Young, Clark Gable, Bette Davis, Cary Grant, J.C. Penney,
and Jimmy Stewart, among others.
hotel information
least 72 hours prior to scheduled arrival. Individual guest
room reservations canceled after this time will forfeit the
one night deposit. Availability of rooms at the group rate is
subject to the IADC room block and for reservations made
on or before January 20, 2017 when unused rooms will be
released. Reservation requests received after the room block
has been fully reserved or after the release of unused rooms
on January 21, 2017 will be accepted on a space available
basis at the group rate. Please note the room block may fill
before January 20, 2017 so we encourage you to register
with the IADC so you can make your hotel reservation
early.
JW Marriott Camelback Inn
5402 East Lincoln Drive
Scottsdale, Arizona USA 85253
(p) 1.480.948.1700
www.camelbackinn.com
This landmark resort, set on 125 acres of lush desert landscape,
gives guests an authentic southwestern experience. Nestled at
the base of Mummy Mountain and overlooking the famous
Camelback Mountain, this is a place where luxury comes
naturally. Unwind in style in one of the resort’s spacious,
elegantly appointed private casita rooms, each overflowing
with luxury amenities, or take advantage of the resort’s array of
premium resources. The resort proudly features a full-service
spa, two championship golf courses, fantastic onsite dining, and
a heated outdoor pool.
Hotel Reservations and Room Rate
The room rate, which is subject to the current state and local
taxes per room, per night, is $379.00 single/double occupancy.
A resort fee of $25.00 per room, per night has been WAIVED
for IADC attendees. The room rate and resort fee includes the
following amenities:
• High speed and wireless internet in guest rooms;
• Unlimited local and domestic long distance phone calls;
• Access to spa fitness facility;
• One complimentary appetizer after 4:00 p.m. with purchase
of item of equal or greater value at Lincoln, Rita’s Kitchen,
or R Bar;
• 15% off Starbucks purchases; and
• 15% off gift/clothing purchases in resort/spa/golf shops.
In order to make your hotel reservation, you must first
register for the meeting with the IADC. Once registered, the
IADC will send you a link to the resort’s secured reservation
website along with your registration confirmation that will allow
you to secure a hotel room at the resort. Online reservations,
along with a one night room and tax deposit, must be received on
or before January 20, 2017. An individual’s deposit is refundable
to that individual if the resort receives notice of cancellation at
Check-in time is 4:00 p.m. and check out time is 11:00
a.m. Attendees arriving before check-in time will be
accommodated as rooms become available. The Bell Captain
can arrange to check baggage for those arriving early when
rooms are not available and for guests attending functions
on their day of departure.
Spa
Discover the healing properties of the Sonoran Desert at
The Spa at Camelback Inn where tranquility and balance
come together in a perfect way. In an environment of calm
and well-being, you are encouraged to reconnect with your
inner self. Spa access includes unlimited use of world-class
facilities like Turkish steam baths, peaceful solariums, and
Finnish saunas. Besides flavorful and healthful cuisine at
Sprouts restaurant, you can also take advantage of a heated
outdoor lap pool with private cabanas for rent, state-of-theart fitness facilities, and a full-service salon.
17
Reservations are subject to availability and it is strongly
recommended that you schedule your spa treatment/services
at least 5-6 weeks in advance so that your scheduling
requests can be met. A credit card will be required to
guarantee services at the time of booking. A 24-hour
cancellation notice is required to avoid a full price charge
for any scheduled services. To book directly with the spa,
please call 1.480.596.7040 or 1.800.922.2635.
Fitness
Enjoy complimentary access to an onsite state-of-the art
fitness center which is located at the Jackrabbit Pool, is open
24 hours, and can be accessed with your hotel room key.
Restaurants
We encourage attendees to make dining reservations in
advance. For a list of suggested restaurants in the area, please
go to IADC’s Midyear Meeting page on IADC’s website at
www.iadclaw.org. There are also a number of wonderful
dining options at the resort making it easy to enjoy great
meals without ever having to leave the property.
#iadcmeetings
general information
Golf course attire: Proper golf attire is required. No jeans or cutoff shorts. No metal spikes allowed.
Easy Payment Options
Travel
The Phoenix Sky Harbor International Airport (PHX) is
located approximately 10 miles from the resort. Taxi cabs
are readily available at the airport and one-way taxi fare to
the resort is approximately $40.00.
Rental Cars and Parking on Property
As with other IADC meeting locations, you may find that
having a rental car, which allows accessibility to shopping,
restaurants, recreation, and sightseeing off-property, a musthave. We encourage you to book a rental car as soon as
possible as this is a busy time of year. The Phoenix Sky
Harbor International Airport (PHX) is serviced by most
major rental car companies.
18
Please note that attendees will receive complimentary
valet parking and onsite parking, directly outside your
casita, is easy and convenient.
Weather
The average temperature in Scottsdale in February ranges
from a high of 75º F/24º C to a low of 48º F/9º C at night.
Weather can always be unpredictable though, so we
encourage you to check the forecast as the meeting gets
closer at www.weather.com.
Special Needs
If you have any special needs during the meeting (i.e. diet or
accessibility), please let the IADC office know in advance
of the meeting by calling 1.312.368.1494 or send an email
to Rebecca Zurcher, Director of Meetings, at rzurcher@
iadclaw.org.
Attire
Meetings and Events: Resort casual (slacks, shorts, golf
shirt, button down/blouse) is appropriate for committee
meetings and CLE programs. The Welcome Reception
and other receptions call for comfortable and casual dress,
although please note that it does get cooler in the evenings.
For the Theme Party, comfortable and casual resort or
western attire is requested. For the final night’s Dinner
Dance, cocktail attire is requested.
For your convenience, all registration and activity fees may be
paid by check, wire transfer, Visa, MasterCard, or American
Express. If paying by check, please make sure it is in U.S.
currency and mail it to the International Association of Defense
Counsel, 303 West Madison, Suite 925, Chicago, IL 60606. If
paying by wire transfer, please contact Jenée Williams, Staff
Accountant, at [email protected] for wire transfer details.
IADC Cancellation Policy
A CASH REFUND, less a $150 processing fee, will be made if
a written notice of cancellation is received by the IADC office
more than thirty (30) days prior to the first day of the meeting.
No reason for the cancellation need be provided for a timely
notice of cancellation.
NO CASH REFUND will be made if notice of cancellation is
received by the IADC office thirty (30) days or less prior to
the first day of the meeting. However, if special circumstances
arise before the meeting which prevents attendance, a member
may request a future meeting credit. The request needs to be in
writing and submitted to the IADC office. It should be directed
to the Finance Committee’s attention and note the special
circumstances which caused the cancellation. The credit request
can only apply to meeting registration fees (not air, hotel,
activity, tour, or special event fees) and, if approved, will be
valid for use toward any IADC meeting for one (1) year from
the date of the meeting for which credit is requested. A $150
processing fee will be deducted from the total future meeting
credit.
All future meeting credit requests will be considered by the
Finance Committee and the decision of that Committee will be
final.
FOR MORE INFORMATION
JW Marriott Camelback Inn
www.camelbackinn.com
Experience Scottsdale
www.experiencescottsdale.com
Meeting Information
www.iadclaw.org
www.iadcmeetings.mobi
2017 midyear meeting
DATE: February 18-23, 2017
•
registration form
LOCATION: JW Marriott Camelback Inn, Scottsdale, Arizona USA
You must register for the meeting with the IADC prior to reserving rooms at the hotel. You will receive a link to the hotel’s reservation website that will allow you to reserve a room at
the resort. Register for the meeting at www.iadclaw.org or fill out this form and mail or fax to the IADC, or email Maria Juarez at [email protected].
Registrant Information
NAME
NAME ON BADGE
FIRM/COMPANY NAME
BUSINESS ADDRESS
CITY
STATE
ZIP
COUNTRY
BUSINESS PHONE
BUSINESS FAX
EMAIL ADDRESS
SPOUSE/SIGNIFICANT OTHER EMAIL ADDRESS
HOME ADDRESS
STATE
CITY U.S. STATE BAR NUMBER(S) FOR ALL STATES WHERE LICENSED
Please indicate if the following will be attending with you:
ZIP
COUNTRY
U.K. SOLICITOR IDENTIFIER NUMBER (if applicable)
Spouse/Significant Other/Adult Guest
If a spouse/significant other/adult guest will be attending, please indicate the name for the badge:
Is this the first IADC Annual or Midyear Meeting that you have attended as a member? Yes
No
*If yes, please forward a photo of you and your spouse/significant other (if attending the meeting) to [email protected].
Check this box if you are interested in being a First Timer Host.
Special Needs (dietary and accessibility):
Meeting Information and Fees
Member and Emeritus Member, Spouse/Significant Other/Adult Guest: Fee includes breakfasts, Welcome Reception, Theme Party, Dinner Dance, some
receptions, Committee and CLE meetings, and meeting materials.
Two-Day Corporate Counsel and Insurance Executive Package (for corporate counsel and insurance executives ONLY): Fee includes Committee and CLE
meetings, breakfasts, and any events for general attendees on any two consecutive days of your choosing.
*****Spouses/Adult Guests who would like to receive CLE credit must register as a Non-Member Lawyer.*****
Code
Registration Category
On/Before December 16
After December 16
R1
Member/Non-Member Lawyer
$1,585
$1,635
$
R2
Spouse/Significant Other/Adult Guest
$595
$645
$
R7, R14, Two-Day Corporate/Insurance Package
$495
$520
R15
Please indicate which two days you plan to attend the meeting: □Sunday □Monday □Tuesday □Wednesday $
R8
Two-Day Corporate/Insurance/Spouse/Sig. Other/Adult Guest
$225
$250
$
R9
Emeritus Member
$650
$700
$
F1
The Foundation of the IADC Raffle Ticket
x $100 each
19
$
Our raffle package is courtesy of Fairmont Le Château Frontenac in Québec City, Québec Canada, home of the 2017 IADC Annual Meeting. This raffle prize includes
three (3) nights accommodation for two people with breakfast each morning and two spa treatments. The drawing will be held at the Dinner Dance on February
22. You do not need to be present to win. Tickets can also be purchased at the meeting.
Total from activities on reverse
$
Total payment included with registration from
$
Payment
Check/Money Order (Payable to the IADC in USD)
Number:
AMEX
Visa
Expiration Date:
MasterCard
Security Code:
Name on Card:
Signature:
Please note: The IADC cannot register you unless the proper payment is made with your registration form. All fees are listed above and are payable in
U.S. currency. If paying by wire transfer, please contact Jenèe Williams at [email protected] for wire transfer details.
Please see the General Information page for the full refund policy. Questions? Call 1.312.368.1494.
International Association of Defense Counsel • 303 West Madison, Suite 925, Chicago, IL 60606 USA
Phone: 1.312.368.1494 Fax: 1.312.368.1854 Web: www.iadclaw.org
#iadcmeetings
2017 Midyear meeting
activities form
GOLF (reservations requested by January 18, 2017)
Fees for the Ryder Cup Golf Tournament and Couples Event include green fees, carts, boxed lunch, bottled waters, prizes,
transportation, and tournament costs. Rental fees will be charged to the individual.
Code
Date
G1
Sun. 2/19
G2
Mon. 2/20
Time
Event
Price/Person
Participants (Handicap)
12:30 p.m.
Golf Tournament $289
1:00 p.m.
Couples Event
$249
Total $
(
)
$
(
)
$
TENNIS (reservations requested by January 18, 2017)
Fees include court fees, refreshments, and tennis balls. Tournament fees also include all related tournament costs and prizes. Rental
fees will be charged to the individual. (A=Advanced; B=Intermediate)
Code
Date
Time
Event
Price/Person
T1
Sun. 2/19
1:30 p.m.
Tennis Mixer
$40
(
)
$
T2
Mon. 2/20 1:30 p.m.
Tennis Mixer
$40
(
)
$
T3
Tues. 2/21
1:00 p.m.
Tournament
$55
(
)
$
(Men’s/Women’s)
Participants (A/B Team)
Total $
ACTIVITIES (reservations requested by January 18, 2017)
20
Code
Date
Time
Event
A1
Sun. 2/19
1:00 p.m.
Desert Botanical Gardens $90
$
A2
Mon. 2/20
1:00 p.m.
Taliesin West Tour
$90
$
A3
Mon. 2/20
5:00 p.m.
Int’l Comte. Wine Tasting $45
$
A4
Tues. 2/21 12:30 p.m.
Brewery Tour
$
A5
Tues. 2/21 2:30 p.m.
Wine, Cheese & Watercolor $50
A6
Wed. 2/22
Wine Tasting & Bottling
1:00 p.m.
Price/Person
Participants
Total $
$195
$110
Total (transfer to main registration page for payment) $
$
$
Add activities total to registration total on the reverse and send in to the IADC with payment, fax to 1.312.368.1854, or register online at
www.iadclaw.org.
Cancellation Policy for Tours and Activities
In order to receive a full refund, cancellations of tours/special activities offered
through the IADC must be received by the IADC office in writing by January 18, 2017.
Cancellations after this date will not be refunded unless we are able to fill your spot.
Tours may fill prior to the January 18 deadline, so we encourage you to register early,
if interested.
thank you
Our Sponsors
™
Exponent
SEA, Ltd.
Trial Behavior Consulting
www.exponent.com
www.trialbehavior.com
www.sealimited.com
Thomas G. Oakes Associates
www.tgoakes.com
MRC
www.mrchouston.com
Discovia
Berkeley Research Group
Commercial Surety Bond Agency
www.discovia.com
www.thinkbrg.com
www.commercialsurety.com
General Convention Committee
Chairs
Ivan and Stephanie Rodriguez
Houston, TX USA
Book Review
Emily and Joe Coughlin
Boston, MA USA
Couples Golf
Colin and Jane Loveday
Sydney, Australia
Dine-Around
Asim Desai
Los Angeles, CA USA
First Timers
Joe Cohen and Kyle Brown
Houston, TX USA
Hospitality
Chas Reynolds
Tampa, FL USA
Morning Run
Jennifer Doan
Texarkana, TX USA
Morning Walk
Döne Yalçin and Bruno Mock
Instanbul, Turkey
Ryder Cup Golf
Ed Sledge
Birmingham, AL USA
Second Timers
Warren and Kathrine Butler
Mobile, AL USA
Solo Initiatives
Dominic Campodonico
San Francisco, CA USA
Tennis
Peter and Elizabeth Pizzi
Newark, NJ USA
#iadcmeetings
International Association of Defense Counsel
303 West Madison, Suite 925
Chicago, IL 60606 USA
Presorted Standard
U.S. Postage
PAID
Bedford Park, IL
PERMIT NO. 205
Upcoming Events
April 5-7, 2017
IADC/FDCC Joint Law Firm Management Conference
Radisson Blu
Chicago, Illinois USA
April 27-28, 2017
Corporate Counsel College
LondonHouse
Chicago, Illinois USA
May 18, 2017
Professional Liability Roundtable
New York University School of Law
New York, New York USA
July 9-14, 2017
Annual Meeting
Fairmont Le Château Frontenac
Québec City, Québec Canada
July 29-August 4, 2017
45th Annual Trial Academy
Stanford Law School
Palo Alto, California USA
Visit IADC’s event calendar for up-to-date information at www.iadclaw.org/events.